Quick start guide

With this quick start guide you will easily learn how to set up a project schedule in KYP Project within a short time. With handy tips your construction schedule will be rock solid!

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The project overview

In the project overview (main menu) you will see several tabs. These tabs represent the different types of projects in KYP Project:

Active: this tab shows all projects that are activated and that communicate to all stakeholders in the project
Inactive: all project schedules you make are first shown under the inactive tab. Here you can start as many projects as you want. These projects are not yet communicated with those involved in the project
Completed: when a project is finished, you can complete it. This is your “history” button under which the projects are saved.
New project: here you start a new project. This button is for everyone to use

Creating a project

You can create a new project by clicking on ‘+New Project’ in the main menu. After this the screen opens where you can enter the project data:

Project name: Enter the project name with the company name if necessary. By doing this, the project partner can see for whom he is executing the project.
Start date: From the start date you can add sticky notes. For example, take the work preparation process into account here
Working days: Enter the contract days here. If the project is delayed, you will see how many days the contracted days have been exceeded
Save: Click on save to save the schedule. The schedule will appear under the ‘inactive’ tab

Creating tasks

You can create tasks in the schedule in 3 different ways:

Import tasks from an Asta Powerproject or Microsoft Project by using the ‘Import schedule’ button. How to do that you will read in the next paragraph
Copy and paste tasks from an Excel worksheet by using the shortcut key: CTRL+C/CMD+C
Creating tasks by using the +Task button

Importing a schedule

It is possible to load a schedule from Asta Powerproject, Microsoft Project or an Excel worksheet into KYP Project.

Asta Powerproject and Microsoft Project:

Click on the “Import schedule” button. This button is only visible when the schedule is still empty.
Select the schedule from your files. This file must be saved as .xml file
Click on ‘Import’. All tasks and sticky notes will be right there in your KYP Project schedule!

Excel

In your Excel worksheet, select only the tasks that you want to import
Copy these tasks using the shortcut CTRL+C/CMD+C
Go back to the KYP schedule and click in the +Task bar and paste the tasks in the bar with the shortcut CTRL+V/CMD+V
Press enter and all tasks will be listed below in your KYP Project schedule

Creating phases

By creating phases you create an overview in your schedule, because you can fold them in and out. You can create phases as follows:

Click in the box for the task numbers you want to place in the phase, so that a check appears in the box
When all tasks are selected click on ‘+Phases
Give the phase a name and click ‘Save’

Adding participants

In KYP Project you can add as many participants as you want. You can add all participants by clicking on “Participants” in the left menu:

Enter the e-mail address of the person you want to add to the schedule. If the person already has a KYP account, the other fields will be filled in automatically when you click on the tab button
Then you assign a role and a color to this person. The color you assign to the person will later be visible on the sticky notes that are linked to this person
Then click on ‘Add’

Check off sticky notes

Check off sticky notes can be done in 3 ways:

By clicking on the sticky note with the right mouse button
By clicking on the sticky notes and then on the ‘Finish’ button
In the KYP app by clicking on the green button ‘Check off sticky notes’

Changing your schedule

Making a change to the schedule is easy with the Oops function. This feature allows you to easily change your schedule, while the current schedule is put on pause. You can turn on the Oops function through the cog icon in the upper right corner of your screen. As soon as you move a post-it, the Oops?! function opens. This is a kind of sample schedule that is on pause, so to speak. Here you can indicate what should or should not be moved when the sticker note is moved. What else can you do with the Oops function?

Allow all subsequent tasks to be moved along
Move or extend per task or per phase
Go back one step with the “Restore” button
Perform an action again with the “Redo” button
Add a message as a reason for the change

Adding documents

It is possible to link all kinds of documents to one or more tasks. You can do this as follows:

Click on ‘Documents’ in the left menu’
Then click ‘Upload document’
Find the document you need from your files under the button ‘Browse’
Give the document a name, choose for which task the document is, indicate the type of document and click ‘Save’

Activating a project

Congratulations! You have now completed all the steps to activate a project. By activating the schedule you put the schedule live and everyone you’ve assigned a task to will receive an email with the schedule. You can activate it like this:
Go to the projects overview, click on the ‘Inactive’ tab and press the ‘Activate’ button in the project tile.
With a live schedule: